Adero Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$266K Buy
1,556
+64
+4% +$10.9K 0.02% 195
2024
Q4
$271K Sell
1,492
-276
-16% -$50.2K 0.02% 184
2024
Q3
$302K Buy
1,768
+32
+2% +$5.47K 0.02% 172
2024
Q2
$294K Buy
1,736
+102
+6% +$17.3K 0.02% 164
2024
Q1
$232K Buy
1,634
+20
+1% +$2.84K 0.02% 175
2023
Q4
$238K Buy
+1,614
New +$238K 0.02% 167
2022
Q3
Sell
-10,410
Closed -$856K 161
2022
Q2
$856K Sell
10,410
-1,932
-16% -$159K 0.12% 71
2022
Q1
$1.28M Sell
12,342
-1,314
-10% -$136K 0.19% 55
2021
Q4
$1.27M Buy
13,656
+11,010
+416% +$1.02M 0.21% 56
2021
Q3
$211K Buy
+2,646
New +$211K 0.04% 135